Lots of jobs being created in AI Infrastructure 🔥🔥
AI Infrastructure Is the New SaaS.
In 2015 you built SaaS on AWS.
In 2025 the biggest winners will own the land, the power, the cooling, and the custom chips for AI.
Everyone’s talking about AI apps. Few are talking about the fact that the apps will be at the mercy of whoever controls the compute.
This is how the stack always plays out:
Step 1: Gold rush at the app layer
Step 2: Margins get crushed, competition floods in
Step 3: The real winners emerge in the picks and shovels
If you control the infrastructure, the recurring revenue looks a lot like SaaS but with far higher switching costs and far fewer competitors. Owning AI infra in 2025 is like owning AWS in 2008.
The apps will come and go.
The infrastructure revenue never stops coming in.